Wickham Investment Counsel

Wickham Investment Counsel Inc. is an independent investment management firm established in 1999. Led by a team of experienced portfolio managers, the firm provides personalized investment services to individuals, institutions, and other organizations. Registered as a Portfolio Manager with the provincial securities commissions in Ontario and Alberta, Wickham Investment Counsel adheres to the highest ethical standards and fiduciary principles.

Our Mission

Our unwavering commitment is to deliver exceptional investment management services tailored to each client's unique financial goals, risk tolerance, and aspirations. We believe in open communication and transparency throughout the investment process.

Personalized Portfolios

Working collaboratively with clients, we establish customized portfolio plans that reflect their specific needs and aspirations. Our approach emphasizes direct communication between clients and portfolio managers, ensuring alignment on investment decisions. By leveraging quantifiable metrics and rigorous research, we aim to generate optimal risk-adjusted returns through careful security selection and asset allocation.

Client-Centric Approach

At Wickham Investment Counsel, client success is our top priority. We are fully owned and operated by our managing directors, fostering a culture of accountability, creativity, and unwavering dedication to client service. Our team comprises seasoned professionals who are committed to providing personalized attention and guidance throughout the investment journey.

Investment Philosophy and Methodology

Our approach to investing emphasizes value creation and capitalizing on market inefficiencies. We utilize a modified value approach for equities, focusing on free cash flow yield and growth potential, while actively managing the term structure and quality of bonds on the fixed income side. Our investment process is underpinned by in-depth fundamental research, encompassing quantitative analysis and management meetings to gain a deep understanding of business opportunities and challenges.

Commitment to Transparency and Ethics

Integrity and transparency are fundamental to our operations. We provide clear and concise client reporting, allowing clients to track their investments and make informed decisions. Our fee structure is completely transparent and competitive. We believe in minimizing conflicts of interest by deriving our compensation solely from client fees.